Business Trust and Estate Planning
Our business trust and estate planning services help individuals and families protect their assets, minimize tax liability, and ensure a smooth transition of wealth to future generations through comprehensive planning strategies.
Secure your legacy for future generations
Business trust and estate planning is essential for protecting your assets, minimizing tax liability, and ensuring that your wealth is transferred according to your wishes. Our comprehensive planning services help you navigate the complex landscape of estate and trust law.
We work closely with business owners, executives, and high-net-worth individuals to develop customized strategies that address their unique needs and goals. From basic estate planning to complex trust structures, we provide the expertise and guidance needed to protect your legacy.
Our team of experienced professionals understands the intricacies of estate and trust law, tax regulations, and asset protection strategies, allowing us to create plans that maximize benefits while minimizing risks and tax exposure.
Service offerings
Estate Planning
Trust Planning
Asset Protection
Charitable Giving Strategies
Family Limited Partnerships
Business Succession Planning
Life Insurance Planning
Legacy Planning
Client Testimonials
Mike A.
Cranston, R.I.
Strategic. Trustworthy. Effective.
I was referred to Fortress Tax & Trust by a business associate. Their ability to use my pass through and business trusts in order to significantly reduce tax liabilities has been nothing short of amazing. When I have tax questions, they have answers. I have been sleeping much better at night.
